April 26, 2017 Chicago | July 11, 2017 Boston | Nov. 9, 2017 San Francisco | The Women Adviser Summit is uniquely designed for the sophisticated female adviser who wants to take her personal and professional self to the next level.

7 services that clients value most

5. Cash-flow planning (19.8%)

+ Zoom

Here the larger concerns of investors approaching retirement come to the fore. While advisory clients across all investable asset levels rated cash-flow planning a valued service, it was among the investors who don’t have a financial adviser that this service rated surprisingly high — third (27.3%), just behind estate planning.

This was one of the few cases where advisers badly misjudged investors — just 5.9% of them said cash-flow planning would provide their practice with a growth opportunity in the next five years.